Posts filed under “Financial Press”

10 Tuesday AM Reads

My morning train reads (Continues here):

Mohamed El-Erian: Investors beware: economists at large (FT)
• Top 10 Countries Hoarding Cash (Wall St. Cheat Sheet)
• Study: A hedge fund manager’s performance-based incentive fees are indicative of his or her appetite for risk and leverage rather than skill. (CIO) see also Do Incentive Fees Signal Skill? Evidence from the Hedge Fund Industry (SSRN)
• Firm Inefficiency (Overcoming Bias)

Continues here

Category: Financial Press

10 Monday PM Reads

My afternoon train reads: • On the hunt for higher yields, investors in Asia snap up perpetual bonds (WSJ) see also Growth in Japan? (Fidelity) • Empty floors fray traders’ nerves (WSJ) • Financial Advisers: Show Us Your Numbers (MoneyBeat) • Bad thinking: Nothing Can Make Me Bullish on Stocks Now: Manduca (Bloomberg TV) • Secret…Read More

Category: Financial Press

Liesman to Santelli: “You Are a Money Loser!”

As a reminder, this is why you should leave your TV off all day . . .   Be sure to watch until the very end . . .   Is Yellen risking inflation? Source: CNBC, Mon, 14 Jul ’14 | 12:01 PM ET

Category: Financial Press, Investing, Really, really bad calls, Television, UnGuru

10 Monday AM Reads

Welcome back to the Monkey House! (with all due respect to Kurt Vonnegut). This morning, we have some expertly curated reads to start off your week ( Continues here): • A Long-Term Investor’s Guide to Beating the Odds (City Wire Global) • Where did money go in Q2? (Irrelevant Investor) • Are you more financially literate…Read More

Category: Financial Press

10 Sunday AM Reads

Good Sunday morning! Here are some reads to round out your weekend : • Does Your Broker Love You More Than Himself? (Bloomberg View) • What You Need to Know Before Reading Financial News (Motley Fool) • Why the Chinese Are Snapping Up Real Estate in the U.S. (FiveThirtyEight) see also The Re-Explosion of U.S. House Prices Is…Read More

Category: Financial Press

10 Weekend Reads

Settle in for some deep dives: Its our longer form, weekend reading: • The Moneyball of Quality Investing (Research Affiliates) • Instagram is ready to take its shot (Fortune) • Inside Monsanto, America’s Third-Most-Hated Company (Businessweek) • A Dozen Things I have Learned from Jeff Bezos (25iq) • Zoo Animals and Their Discontents (NY Times)…Read More

Category: Financial Press

10 Friday AM Reads

My morning reads (continues here): • The only reason investing works is because things can go wrong (TRB) • What exactly is conglomerate Espírito Santo International (MoneyBeat) see also Temper tantrum, tempest, or teapot? (FT Alphaville) • QEInfinity Not (Tim Duy’s Fed Watch) • Mini Madoffs abound (NYT) continues here    

Category: Financial Press

It’s a Bubble! It’s a Recession! It’s a Crash!

When was the last time anyone got good investing advice from the front page of a newspaper or magazine or from a television pundit? That is the question I have been pondering during this market cycle. Whether it is the price of equities or the state of the economy, I have grave reservations about relying…Read More

Category: Cognitive Foibles, Financial Press, Markets, Psychology, UnGuru

10 Thursday PM Reads

My afternoon train reads : • Too many professional pessimists? (FT Alphaville) • America Is Pumping More Oil Than Ever — and Using It More Intelligently (Slate) • Achieving Greater Long-Term Wealth Through Index Funds (AAII) • Only Dummies Ignore Foreign Brainpower (Bloomberg View) see also It’s A Big World Out There (Al Hambra Partners)…Read More

Category: Financial Press

10 Wednesday PM Reads

My afternoon train reads : • BlackRock: The $4.3 trillion force (Fortune) • Workers are cutting back on stock of their own companies in a welcome sign of investment maturity (MoneyBeat) see also Dow 17,000 is on the wrong side of history (MarketWatch) • Michael Lewis: Deeb the Conqueror Bears His Soul Before Mama (Bloomberg View)…Read More

Category: Financial Press